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Important information

Financial Services Guide

This Financial Services Guide (FSG) provides you with important information about Insight Investment Services Pty Ltd and its Authorised Representatives who may provide you with the financial services described in the FSG.

View FSG

Adviser Profile

This Business and Adviser profile provides information about Lisa including contact details, qualifications, experience and any memberships she may hold. It also outlines the strategies and products Lisa can provide advice on.

Adviser Profile

General Advice Warning

General Advice Warning: Please be aware that any advice that may have been given or implied is general advice only. We have not taken into consideration your individual needs, objectives or financial requirements. Before deciding to purchase a financial product, you should consider the appropriate Product Disclosure Statement to ensure the product is suitable for your needs.

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  • Important information

Coastal Business Insurance Group Pty Ltd, trading as CBI Financial Planning
ABN 61 881 141 578
Authorised Representative No. 454239
Maroochydore office:
Level 4 / 57 The Esplanade
Cotton Tree, QLD, 4558

Gympie office:
10 Lawrence St
Gympie, QLD, 4570

Insight Investment Services Pty Ltd
ABN 22 122 230 835
AFSL 309 996
L6, 200 Creek Street
Brisbane, QLD, 4000